WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $200,944 | -5.6% | 4,786 | -7.9% | 0.01% | -20.0% |
Q1 2023 | $212,868 | -0.5% | 5,198 | +0.1% | 0.01% | -9.1% |
Q4 2022 | $213,880 | +2.3% | 5,192 | -3.4% | 0.01% | 0.0% |
Q2 2022 | $209,000 | -12.2% | 5,373 | +0.2% | 0.01% | -21.4% |
Q1 2022 | $238,000 | +6.2% | 5,364 | +0.1% | 0.01% | 0.0% |
Q4 2021 | $224,000 | +0.9% | 5,358 | +0.1% | 0.01% | -6.7% |
Q3 2021 | $222,000 | +2.8% | 5,355 | +0.9% | 0.02% | -6.2% |
Q2 2021 | $216,000 | -1.8% | 5,307 | -2.4% | 0.02% | -23.8% |
Q1 2021 | $220,000 | -15.4% | 5,436 | -27.1% | 0.02% | -22.2% |
Q4 2020 | $260,000 | +12.6% | 7,460 | -6.6% | 0.03% | -3.6% |
Q3 2020 | $231,000 | -18.1% | 7,988 | -19.6% | 0.03% | -39.1% |
Q2 2020 | $282,000 | +19.0% | 9,939 | +59.5% | 0.05% | -13.2% |
Q4 2019 | $237,000 | +5.3% | 6,233 | +0.7% | 0.05% | -1.9% |
Q3 2019 | $225,000 | +1.4% | 6,190 | +0.8% | 0.05% | -3.6% |
Q2 2019 | $222,000 | 0.0% | 6,143 | -0.8% | 0.06% | -21.1% |
Q1 2019 | $222,000 | – | 6,192 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |